Q2 2026 13F · SEC CIK 1774207

Jupiter Wealth Management LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $250.0M
Reported positions: 93
Top holdings a year, 3 yrs: +19.7%
Assets under management: $416.8M

Jupiter Wealth Management LLC is a wealth manager that reported 93 positions worth $250.0M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Alphabet Inc (GOOGL, 13.5%), Apple Inc (AAPL, 6.1%), Nvidia Corporation (NVDA, 5.7%). A portfolio copying its top holdings returned 19.7% a year over the last 3 years, against 20.4% for the S&P 500.

Jupiter Wealth Management LLC holdings largest 50 of 93 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Jupiter Wealth Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	13.5%	15.1%	94,305	-0.9%	$33.7M
AAPLApple Inc	6.1%	6.2%	52,882	+0.6%	$15.3M
NVDANvidia Corporation	5.7%	6.3%	70,880	+0.8%	$14.2M
MSFTMicrosoft Corp	5.3%	5.7%	35,258	-0.1%	$13.2M
MSMorgan Stanley	4.9%	4.4%	58,807	+2.7%	$12.3M
AVGOBroadcom Inc	4.5%	5.0%	29,849	-1.2%	$11.3M
SPYState Str Spdr S&p 500 ETF T	4.4%	4.3%	14,852	+1.0%	$11.1M
AMZNAmazon Com Inc	3.4%	3.9%	35,231	-2.9%	$8.4M
BRK-ABerkshire Hathaway Inc Del	3.3%	3.2%	11	+0.0%	$8.2M
TSMTaiwan Semiconductor Manufac	2.9%	2.3%	15,422	+6.2%	$7.4M
MAMastercard Incorporated	2.1%	1.9%	10,391	+4.0%	$5.3M
JNJJohnson & Johnson	2.1%	1.9%	20,696	+0.0%	$5.3M
XLESelect Sector Spdr Tr	2.1%	2.4%	96,962	-6.6%	$5.1M
HDHome Depot Inc	1.9%	1.5%	13,197	+2.4%	$4.7M
JMSTJ P Morgan Exchange Traded F	1.8%	1.8%	90,000	+0.0%	$4.6M
CCKCrown Hldgs Inc	1.7%	1.5%	39,005	+0.0%	$4.4M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.6%	8,505	+0.0%	$4.3M
METAMeta Platforms Inc	1.6%	1.8%	7,295	-2.3%	$4.1M
CCitigroup Inc	1.4%	1.1%	24,300	+10.5%	$3.4M
ASMLAsml Hldg NV	1.3%	0.9%	1,595	+10.4%	$3.2M
AMTAmerican Tower Corp	1.3%	1.4%	19,239	-3.0%	$3.1M
GSGoldman Sachs Group Inc	1.2%	1.1%	3,000	+0.0%	$3.0M
ITAIshares Tr	1.2%	1.1%	12,249	+0.0%	$3.0M
XMMOInvesco Exchange Traded Fd T	1.2%	1.1%	17,300	+0.0%	$2.9M
NEANuveen Amt Free Qlty Mun Inc	1.1%	1.1%	240,237	+0.0%	$2.8M
MPCMarathon Petroleum	1.0%	1.0%	10,000	+0.0%	$2.6M
LLYEli Lilly & Co	1.0%	0.7%	2,084	+20.0%	$2.5M
NOBLProshares Tr	0.9%	0.8%	38,890	+100.0%	$2.2M
BACBank of Amer Corp	0.8%	0.7%	36,600	+5.8%	$2.1M
IWFIshares Tr	0.7%	0.7%	14,940	+0.0%	$1.9M
MRKMerck & Co Inc	0.7%	0.6%	13,800	+0.0%	$1.8M
PEPPepsico Inc	0.7%	0.7%	12,500	+0.0%	$1.7M
VOOVanguard Index Fds	0.6%	0.6%	2,241	+0.0%	$1.5M
SCHDSchwab Strategic Tr	0.6%	0.6%	45,000	+0.0%	$1.4M
JPCNuveen Pfd & Income Opportun	0.5%	0.5%	168,733	+0.0%	$1.3M
MUMicron Technology Inc	0.5%	—	1,150	—	$1.3M
WMTWalmart Inc	0.5%	0.6%	11,632	+0.0%	$1.3M
BGBunge Global SA	0.5%	0.6%	12,058	+0.0%	$1.3M
LMTLockheed Martin Corp	0.5%	0.5%	2,500	+0.0%	$1.3M
WFCWells Fargo & Co	0.5%	0.4%	15,000	+0.0%	$1.2M
GOOGAlphabet Inc	0.5%	0.6%	3,500	+0.0%	$1.2M
IWRIshares Tr	0.5%	0.5%	11,000	+0.0%	$1.2M
SPYINeos ETF Trust	0.5%	0.5%	21,749	-4.1%	$1.2M
DRAMRoundhill ETF Trust	0.5%	—	15,500	—	$1.1M
QYLDGlobal X Fds	0.5%	0.4%	62,034	+0.0%	$1.1M
QQQInvesco Qqq Tr	0.4%	—	1,450	—	$1.1M
NKENike Inc	0.4%	0.4%	25,003	+0.0%	$1.0M
GLDSpdr Gold Tr	0.4%	0.7%	2,645	-36.2%	$974K
MCDMcdonalds Corp	0.4%	—	3,500	—	$946K
RSGRepublic Svcs Inc	0.4%	—	4,425	—	$943K

What Jupiter Wealth Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.7% /yr; S&P 500 +20.1%
3 years: +19.7% /yr; S&P 500 +20.4%
5 years: +6.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$250.0M	93
Q1 2026	$253.0M	90
Q4 2025	$224.6M	84
Q3 2025	$211.6M	93
Q2 2025	$198.0M	90
Q1 2025	$165.1M	69
Q4 2024	$199.6M	89
Q3 2024	$195.4M	93
Q2 2024	$188.7M	95
Q1 2024	$188.9M	94
Q4 2023	$170.0M	86
Q3 2023	$154.3M	86

Questions about Jupiter Wealth Management LLC's portfolio

What stocks does Jupiter Wealth Management LLC own?

Jupiter Wealth Management LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 93 positions worth $250.0M. The largest are Alphabet Inc (GOOGL) at 13.5%, Apple Inc (AAPL) at 6.1%, Nvidia Corporation (NVDA) at 5.7%, Microsoft Corp (MSFT) at 5.3% and Morgan Stanley (MS) at 4.9%.

What did Jupiter Wealth Management LLC buy last quarter?

In Q2 2026, Jupiter Wealth Management LLC added Proshares Tr (NOBL) (+100.0% shares), Eli Lilly & Co (LLY) (+20.0% shares) and Citigroup Inc (C) (+10.5% shares), compared with its Q1 2026 filing.

What did Jupiter Wealth Management LLC sell last quarter?

In Q2 2026, Jupiter Wealth Management LLC cut from its top 50 Pfizer Inc (PFE), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Costco Wholesale Corporation (COST), cut from its top 50 Ishares Tr (DVY), cut from its top 50 Exxon Mobil Corp (XOM), Spdr Gold Tr (GLD) (-36.2% shares) and Select Sector Spdr Tr (XLE) (-6.6% shares), compared with its Q1 2026 filing.

How has Jupiter Wealth Management LLC's portfolio performed?

A portfolio copying Jupiter Wealth Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.7% against +20.1%. Over 5 years: +6.2% a year against +11.6%.

When is Jupiter Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Jupiter Wealth Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Jupiter Wealth Management LLC manage?

Jupiter Wealth Management LLC reported $416.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $250.0M.